NEWS & INSIGHTS
For many of us, our home is our largest asset. It also represents one of the biggest decisions to be made in retirement. Choosing whether to stay in your home or to move is a common consideration, as you enter...
An important aspect of financial planning is not only balancing your expenses on a day-to-day basis, but also planning ahead for larger anticipated expenses. A wedding is a joyous celebration. Yet the big day can also...
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting tax returns,...
President Trump has hit the ground running since his inauguration, with a flurry of executive activity on many different fronts. While it’s early in the new administration to start making forecasts, a number of key...
The Dow Jones Industrial Average (Dow) recently topped 20,000, setting a new record high and achieving a symbolic moment in US investment history. Investor sentiment has been climbing for a number of months, and a...
“Love and marriage, love and marriage, it goes together like a horse and carriage.” What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do...
More than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in...
SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows: - 2016 was a historic year in politics and the markets, with surprise reactions to populist movements....
For many people, the New Year brings the promise of change and a fresh outlook on life. New Year resolutions can help you define and achieve personal goals, family initiatives, career ambitions, home projects, dream...
The holiday season brings a host of opportunities to use your wealth in meaningful ways, as you focus on loved ones, share festive wishes with those near and far, and consider year-end giving objectives. SageVest...
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